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  • Real Vision
    THE MACRO “ENDGAME”: GROWTH, GOLD, DEFLATION, AND THE DOLLAR : Eric Basmajian and Lyn Alden
    Eric Basmajian, founder and editor at EPB Macro Research, joins Lyn Alden of Lyn Alden Investment Strategy to break down his near-term outlook on the global economy as well his longer-term framework for macro investing. Basmajian notes that the growth rate in industrial output, the pick-up in demand for commodities, and a steepening yield curve indicate a growth pick-up. Alden and Basmajian explore the significance of the underperformance of banks (particularly regional ones) and energy relativ…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Real Vision
    THE SPAC BOOM APEX, MARKET MEMES, AND THE BIGGEST OPPORTUNITIES IN TECH : Josh Wolfe and Michael ...
    Because of their favorable structure, SPACs have become the vehicle of choice for founders and venture capitalists to bring private startups to the public market—even with the explosion of SPACs in 2020, we are already on record setting pace in 2021. In this interview with Mike Green of Logica Capital, Josh Wolfe of Lux Capital breaks down exactly why the SPAC structure is so favorable and argues that the knock-on effect of an M&A boom will produce the modern equivalent of the AOL-Time Warn…
    Real Vision 1 view 1 comment Most recent by sam_c Real Vision
  • allen_a
    allen_a 1 view 2 comments Most recent by allen_a Real Vision
  • Real Vision
    Emergency Market Update from Raoul
     The combination of market maker positioning, hedge fund positioning, retail positioning, excessive leverage, market technicals, and real economic risk from COVID are the biggest set of sell signals @Raoul Pal  has ever seen, and although he understands why everyone is jumping on the current anti-establishment narratives around Robinhood, he believes people are missing the bigger story here of unprecedented market risk. All the stars are aligning, and Raoul is extremely concerned about what cou…
    Real Vision 1 view 4 comments Most recent by mandelbrot jones Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 5/2021: Results
    While financial markets still have to process last week's action, the Real Vision Bot has done his job evaluating last week's Exchange survey. He even found time for a special question: which of the famous wallstreetbets stocks do the Exchange members have in their portfolio? Turns out that participants either stayed rational and did not get involved at all or at least closed out their positions (or were forced out). As the survey was open from Wednesday to Saturday morning, all of these could …
    Moritz Heiden 3 views 1 comment Most recent by Weston Nakamura Real Vision
  • Weston Nakamura
    Weekly Roundup Special Edition: ‘Hoodies Get Even
    https://vimeo.com/506736006 Experts: @Jeremiah S @Sam Colt @Max Wiethe @Jack Farley @Farrell Murphy  Mentioned RV Video Content, Exchange Activity, Resources:  Best Video to Understand This Historic Week:  RVDB  Fri Jan 29 Gamestop Gamma Wall w/ @Ash Bennington , @Edward Harrison  @Jack Farley  & guest Lily Francus  Lily Francus-nope_its_lily ← brilliant  Jim Bianco & Ed Harrison Tackle GME AMC & Inflation RVDB Jan 27 w/ @Max Wiethe @Edward Harrison  - Ed Nails the GenZ Trad…
    Weston Nakamura 6 views 8 comments Most recent by euan_g Real Vision
  • Matt Jacobs
    Lost all the saved videos in My Videos!
    Hi all, Has anyone else lost all of their saved "My Videos." I have checked off each of the videos I've seen. Now I have nothing in My Videos and when I view videos I've seen they're indicating that I haven't seen them. This is really bad. Has something been reset on the backend!? It took me ages to watch those and keep track of what I've seen. What do I do now?
    Matt Jacobs 1 view 4 comments Most recent by Richard Mayor Real Vision
  • jack_f
    Tracking the GameStop Money Flow - Gamma Squeeze Explained
    In this episode of "The Breakdown," @Nick Correa and I are joined by special guest and derivatives expert @Weston Nakamura (you may know him simply as "king bee of the hive mind"). What do we talk about? Duh. GameStop. Weston breaks down the market mechanics of the "Gamma squeeze" and how the creation of new ever-higher strike prices is integral to the stohnk going nuclear. We filmed this Wednesday afternoon, "just after market close" (as @Ash Benningt…
    jack_f 2 views 9 comments Most recent by Joseph Anthony Real Vision
  • sam_c
    Another Boomer (Ray Dalio) is in on Bitcoins
    I'm pretty sure most here are already radicalized and some irresponsibily long BTC so this isn't really for you but for those that are interested.   Ray D (who had a bad 2020) felt the need to write about BTC (means a lot of people must have asked him). https://www.bridgewater.com/research-and-insights/ray-dalio-what-i-think-of-bitcoin
    sam_c 1 view 3 comments Most recent by dani_b Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey 05/2021
    You are probably either busy piling into GME or pondering the next move of the wallstreetbet crowd. Anyway, would be great if you could take a minute to participate in this week's @Real Vision Exchange survey. Since the topic of the week is overshorted underdog stocks I even included a little question on current "hot" wallstreetbets stocks. Let's see how exposed survey participants are to that selection of recently quite well performing equities. And yes, I've been both: short and th…
    Moritz Heiden 3 views 2 comments Most recent by Moritz Heiden Real Vision
  • Zachary Konarska
    What are the best vehicles for retail investors to enter the bond market?
    What are the best vehicles for retail investors to enter the bond market?
    Answered Zachary Konarska 2 views 4 comments Most recent by christopher_m Real Vision
  • sam_c
    Additional info for the RV video "The Power of the Dollar"
    Looks like RV has a new educational series, after popular demand, and one episode is about "The Dollar" ==> The Power of the Dollar    For those that want more, especially about the dollar smile, check out Episode 2 of the "Explain to me like I am a Golden retriever Series" with @Lisa Gee & @Seahyung Park  Here is an extra Graph "the History of the US Dollar"  And since the video also talks about the Dollar effect on EM & commodities:      Qu…
    sam_c 2 views 0 comments Started by sam_c Real Vision
  • sebastian_c
    Learning Futures Trading - on my to do list this year
    Would anybody on the exchange be willing to explain to me how futures trading works? I am happy to go through a simple corn futures trade. Even a small pdf with all the basics would be really appreciated. Seeing how La Nina is happening, the Hog Herd being built in China and a possible supply shortage occurring, I have the suspicion that the price will go up. I've heard timing is important in futures but not sure how that should affect my trade. Help is REALLY APPRECIATED 
    sebastian_c 1 view 6 comments Most recent by Seth Dingle Real Vision
  • sam_c
    1 in 5 chance Gold Isn't that safe haven YouTubers say it is 🤓
    Interesting Graph from Man Group, The Bond Problem  The question the ask is; given super low yields, should you replace the Bonds with gold?  Well its not a simple yes or no but they provide this interesting graph showing how gold and SNP returns are related.  and Correlation trend is not your friend,      Kind of mirrors what I saved before:      The above are screenshots from a report called: "US Economic Outlook & Implications of Current Policies for Inflation…
    sam_c 1 view 12 comments Most recent by John Ahearn Real Vision
  • sam_c
    How comes Japan E-Commerce penetration is so low? (granted these are 2019 numbers but still...)
    How comes Japan E-Commerce penetration is so low? (granted these are 2019 numbers but still...)
    Answered sam_c 3 views 1 comment Most recent by andrew_m Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 4/2021: Results
    Here are last week's @Real Vision Exchange survey results. Bitcoin sentiment came down a lot and overall it looks like the survey is catching a breath. The portfolio holds its main positions but switched off some of the tiny bets in currencies.  If you are looking to do your own analysis with the numbers on the Bot's dashboard, you can download the values in each chart as a csv by clicking the little gear box that's at the top right of each chart. GO TO THE DASHBOARD FOR INTERACTIVE WIZARDRY …
    Moritz Heiden 1 view 2 comments Most recent by Moritz Heiden Real Vision
  • Real Vision
    LIVE at 11am EST: Steven Van Metre & Michael Ashton - Ask Me Anything
    Steven Van Metre of Steven Van Metre Financial is back with Michael Ashton, founder of Enduring Investments, to go further in-depth on and answer audience questions about inflation. Van Metre and Ashton review what they’ve previously discussed and clarify their thoughts on the impact of inflation on gold, wages, and wealth disparity. They also tackle money velocity and interest rates, the penalty incurred for holding cash, the differences between global inflation and national inflation, and mor…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey 04/2021
    This week's Real Vision Exchange survey is live! Make sure to participate and tell the Bot your market outlook and position.  If you haven't already checked out previous week's results, you can find these on the dashboard or on the Exchange. CLICK HERE TO GO TO THE SURVEY Additional information: The survey will be open each week from Wednesday (around 9am EST) to Saturday (9am EST). Results will be made available on the weekend. I'll post results here as well as on Twitter. Once we have …
    Moritz Heiden 1 view 0 comments Started by Moritz Heiden Real Vision
  • Weston Nakamura
    The Discourse: Failing at Success w/ Jeremiah Seidman & Han Rhee
    This was originally produced and intended as a special edition of the Discourse, as I tap into the Exchange to proactively extract value that I need from @Jeremiah S & @Han S Rhee for my trade idea: Long Sunpower Corp (SPWR) for a short squeeze, trigger catalyst - Joe Biden’s speech during US presidential inauguration. Only thing is, stock rallied +18% yesterday. Thereby making our video somewhat useless..  BUT - I will not let allow for collaborative minds put together to generate nea…
    Weston Nakamura 3 views 12 comments Most recent by donna_b Real Vision
  • sam_c
    Thesis/ paper Topic for the RV College Student
    If I would have to write a paper or thesis now for Uni I think id write something titled:  "The impact of social media and popular culture on financial stock and investment strategies" You could spend your time looking at Twitter and /wsb and analyse price movements of the popular Stonks like, TSLA, Signal, GME (gamestop) , BB, Hertz, SPACE, PENN and probably a bunch of other stocks and perhaps also Bitcoin.     Who knows you might get to intern for an Investor Relation team to hel…
    sam_c 1 view 2 comments Most recent by sam_c Real Vision
  • sam_c
    MMT for Dummies by Joe Weisenthal
    https://www.bloomberg.com/news/newsletters/2021-01-19/five-things-you-need-to-know-to-start-your-day
    sam_c 1 view 1 comment Most recent by jeremiah_s Real Vision
  • espen jan_f
    Animation: How Bitcoin/Blockchain works under the hood
    https://www.youtube.com/watch?v=9FJPgVdF5kY
    espen jan_f 1 view 0 comments Started by espen jan_f Real Vision
  • Real Vision
    Exchange Special Edition RVDB: ASK ME ANYTHING WITH “THE YOUNG BUCKS”
    @Max Wiethe and @Jack Farley source questions from Real Vision members via The Exchange in this special, pre-recorded edition of The Real Vision Daily Briefing. Max and Jack discuss everything from how quantitative easing impacts the economy, to who their favorite contributors are, to how the evolution of their macro frameworks have evolved as a result of working at Real Vision. In addition to sharing their thoughts on stocks, bonds, and crypto, Max and Jack consider how their relatively young …
    Real Vision 1 view 3 comments Most recent by max_w Real Vision
  • Timothy Flocke
    BTC: Bullish continuation pattern OR bearish double-top?
    OK hive community / all technical charting experts. This is BTC on a daily chart. Is this a classic symmetrical triangle - indicating a bullish continuation pattern after consolidation?  OR is this a bearish 'double top', indicating trend exhaustion?  Thanks in advance for your opinions! CC @Weston Nakamura @Raoul Pal @Ash Bennington @Edward Harrison 
    Timothy Flocke 1 view 11 comments Most recent by the classical charts and_s Real Vision
  • sam_c
    Moar Vol and VIX with Jason Buck and Ben Eifert
    Jason Buck and Tyler Pearson have been talking to a handful of Volatility traders on RV.  Jason recently interviewed Ben Eifert who has amassed quite a following on twitter and also runs a fund called QVR.  Their conversation is quite a sandwich (24 pages or 1h16 min of podcast) but fun quite insightful. Since the topic of Vol is quite complicated and filled with jargon so I used Otter.ai to make a transcript of the interview. The transcript is like 95 ish % correct, so the spelling can be of…
    sam_c 1 view 0 comments Started by sam_c Real Vision
  • Sean Lakha
    Shorting the Russell 2000 (IWM) via a bear put ladder spread (August expiry)
    * SHORT Russell 2000 (IWM) via an August Bear put ladder spread going long the 220 put contract and short the 185 and 180 put contracts for a debit of $5.20. * Hold duration until August expiration or IWM reaching 185. * Max profit is 29.80.  Breakeven is at 214.80.  R/R = 5.73 * I suspect August is more than enough time for the Russell to have at least a 12-15% correction after such a strong run.  Even Jeremy Grantham believes this is a bubble and should pop by late spring to summer.
    Sean Lakha 1 view 3 comments Most recent by dani_b Real Vision
  • Weston Nakamura
    Exchange Exclusive: Weekend Roundup
    Topics: The Dollar, Inflation.  With @Jack Farley  & @Weston Nakamura    Interviews covered: Jeff Snider, Steven Van Metre,  Michael Ashton, Carly Fiorina Exchange Activity: Weston Nakamura, Seth Dingle https://vimeo.com/501506544RV Videos from the Week Referenced (links) •Jeffrey Snider and Ed Harrison THE DOLLAR’S BLAZING CRASH, TREASURY MARKET DESTRUCTION, AND WESTERN SOCIETY’S UNGENTLE IMPLOSION (click link here) •Steven Van Metre and Michael Ashton  EVERYTHING YOU WANTED TO KNO…
    Weston Nakamura 2 views 5 comments Most recent by Michael Ashton Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 3/2021: Results
        Here are last week's @Real Vision Exchange survey results. As an additional question we asked participants about the positioning in their Cryptocurrency portfolio. See below for some interesting insights. If you are looking to do your own analysis with the numbers on the Bot's dashboard, you can download the values in each chart as a csv by clicking the little gear box that's at the top right of each chart. GO TO THE DASHBOARD FOR INTERACTIVE WIZARDRY Executive Summary * Gold sentimen…
    Moritz Heiden 1 view 5 comments Most recent by matthew_l Real Vision
  • max_w
  • Real Vision
    EVERYTHING YOU WANTED TO KNOW ABOUT INFLATION
    @Steven Van Metre interviews Michael Ashton, founder of Enduring Investments. Ashton thinks that the Consumer Price Index is an imperfect metric but is nevertheless an optimal way to measure inflation. He argues that the extraordinary growth in money stock (induced by the Federal Reserve) will indeed augur inflation. Van Metre contends that various deflationary forces, namely the decrease in the velocity of money, will stop inflation in its tracks and could in fact bring deflation. CLICK TO WA…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Sean Lakha
    Delusional Mania leading to a Train Wreck?
    Looking over at 25 years of Russell 2000 history, the magnitude and timing of the current move up from the March 2020 bottom is unparalleled.  I've identified all the big moves with minimal to no pullbacks, and none of them have moved up so sharply and quickly.  You can see the percentage rise and number of days for each move.  Interestingly, each of those moves was followed by a minimum 4-6 month decline (either a correction or an official bear market).  And as we can see it took several more …
    Sean Lakha 1 view 5 comments Most recent by mehul_s Real Vision
  • Sean Lakha
    The coming train wreck in the Russell 2000. Comparing the time length & magnitude of prior sharp...
    Looking over at 25 years of Russell 2000 history, the magnitude and timing of the current move up from the March 2020 bottom is unparalleled.  I've identified all the big moves with minimal to no pullbacks, and none of them have moved up so sharply and quickly.  You can see the percentage rise and number of days for each move.  Interestingly, each of those moves was followed by a minimum 4-6 month decline (either a correction or an official bear market).  And as we can see it took several more …
    Sean Lakha 1 view 3 comments Most recent by christopher_m Real Vision
  • j_w
    "Something of Value" by Howard Marks
    A great memo from Howard Marks of Oaktree Capital for those who haven't reviewed already - definitely worth a read: https://www.oaktreecapital.com/insights/howard-marks-memos
    j_w 1 view 0 comments Started by j_w Real Vision
  • David Lyons
    Basel III
    Are there any plans for a video on Basel III rules and how it will impact the gold market? I understand that from Jan 2022 bullion banks will not be able to to trade unallocated gold, and that will have a large positive impact on the gold price. Cheers!
    David Lyons 1 view 7 comments Most recent by Peter Szoke Real Vision
  • Edward Starr
    Could Ash do a video with a brief summary of the alt-coins he's got on his radar, with a bit of b...
    Could Ash do a video with a brief summary of the alt-coins he's got on his radar, with a bit of background, use-cases and context to each one? Or a specific alts feature/campaign possibly? Cheers!
    Answered Edward Starr 2 views 1 comment Most recent by Brad S Real Vision
  • Weston Nakamura
    Everyone- PLEASE take 30 seconds & fill out the Exchange portfolio survey
    this is by far the most important week to see how/what we did. Our most concentrated consensus long took a huge hit + theres like.. no POTUS at the helm. Need to know if/how we acted/reacted week over week. I know I say ”this ones mandatory” but this one is really mandatory. < 30 seconds. (and follow @Moritz Heiden , so I don’t have to copy paste from his  posts ↓ )   Real Vision Exchange Survey 03/2021 This week's Real Vision Exchange survey is live! Make sure to participate and tell the…
    Weston Nakamura 3 views 1 comment Most recent by matthew_l Real Vision
  • sam_c
    Evolution of TAXES in the US per income bracket
    American's unlike Italians, really do pay their taxes. But me being non American have no idea how the US taxmachine works except that it's a big complicated topic and nobody in Murica seems happy about it. While I am reading this I think this data is already worth sharing.   https://www.ntu.org/library/doclib/2020/12/2018-who-pays-1-.pdf You got to look at this from bottom to top.     
    sam_c 1 view 1 comment Most recent by Alejandro Sanz Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey 03/2021
    This week's Real Vision Exchange survey is live! Make sure to participate and tell the Bot your market outlook and position. I included a special topic this week given the recent interest: Positioning on Cryptocurrencies.  CLICK HERE TO GO TO THE SURVEY If you haven't already checked out previous week's results, you can find these on the dashboard or on the Exchange. Additional information: The survey will be open each week from Wednesday (around 9am EST) to Saturday (9am EST). Results w…
    Moritz Heiden 3 views 12 comments Most recent by matthew_l Real Vision
  • Phil Dovey
    Not sure I understand the wider context and the industry, though does any body have a view on the...
    Not sure I understand the wider context and the industry, though does any body have a view on the risk of the direction of travel this could trigger and the current bull run.....https://youtu.be/dNTbTsCCmSI
    Question Phil Dovey 2 views 0 comments Started by Phil Dovey Real Vision
  • jack_f
    NEED YOUR HELP - Ask me anything with me and Max Wiethe
    The "young bucks" @Max Wiethe and I will be filming an "ask me anything" Real Vision Daily Briefing that airs next Monday. What would you like to know? 
    jack_f 2 views 40 comments Most recent by matthew_l Real Vision
  • Moritz Heiden
    Long synthetic CSI 300 ETF vs short physical CSI 300 ETF
    * DIRECTION & SECURITY: Long synthetic CSI 300 ETF, e.g. Xtrackers CSI300 Swap UCITS ETF, Short physical CSI 300 ETF, eg. L&G E Fund MSCI China A UCITS ETF * HOLDING DURATION: multi-year, until demand for shorting physical A-shares decreases * EXPECTED RETURN: Judging from history, 3-7% p.a., rather a bit more as spread has widened over the last years. * MAX RISK: Counterparty risk on the synthetic leg * Brief thesis: Synthetic ETFs on China A shares (e.g. CSI 300) show a yield pickup v…
    Moritz Heiden 2 views 2 comments Most recent by Moritz Seibert Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 2/2021: Results
    Here are last week's @Real Vision Exchange survey results with a little bit of a delay. As you might have noticed, markets were a little bit busy today. Another thing that came up yesterday and kept me a little bit busy was the recap of the Exchange Portfolio's performance WITHOUT Bitcoin.  So I'll start with some useful links here: * @Christopher Moir summarizes my post on the Echanges - BTC portfolio here  * @Weston Nakamura put my comment into a separate post, where I show why even without …
    Moritz Heiden 1 view 1 comment Most recent by matthew_l Real Vision
  • Steve Ballard
    So Raoul has recently talked about the risks of a new lockdown once Biden gets into office. But I...
    So Raoul has recently talked about the risks of a new lockdown once Biden gets into office. But I've also heard people say how it will be hard to convince red states to do this. How does federal vs state powers work in this situation in the US (I'm from Australia so am not as familiar with US system as most)? Can Biden force republican states to lock down?
    Answered Steve Ballard 3 views 1 comment Most recent by Muhammed Banday Real Vision
  • Weston Nakamura
    ‘20 RV Exchange Portfolio Modeled WITHOUT BTC
    In the comments under my post of Inside the Hive Mind issue 01,@Christopher Moir  asked @Moritz Heiden  to model the Exchange Portfolio ex-BTC (given BTC’s overweighting + outperformance). Moritz’s  “running back to the lab” and producing results + super comprehensive and insightful analysis & commentary  “in response“ (purely voluntary, institutional-grade work with a few hours turnaround time on a weekend prompted by one person’s expressed curiosity) is a) why Moritz is 2020 Financial Exp…
    Weston Nakamura 2 views 3 comments Most recent by Moritz Heiden Real Vision
  • rob_t
    Has anyone looked whether there is a historical evidence of an inflection point where rising infl...
    Has anyone looked whether there is a historical evidence of an inflection point where rising inflation rates render even usually good inflation hedges relatively inept?
    Answered rob_t 3 views 1 comment Most recent by christopher_m Real Vision
  • theodoros_s
    Anyone that can share the link to make purchases for REALVIIONS products, meaning t-shirt's, hats...
    Anyone that can share the link to make purchases for REALVIIONS products, meaning t-shirt's, hats etc.. Thank you
    Answered theodoros_s 1 view 1 comment Most recent by oliver_a Real Vision
  • Ryan Casey
    What is the bull scenario for the dollar? What is the bear scenario for the dollar?
    What is the bull scenario for the dollar? What is the bear scenario for the dollar?
    Answered Ryan Casey 3 views 1 comment Most recent by oliver_a Real Vision
  • Weston Nakamura
    📰 INSIDE the HIVE MIND of the REAL VISION EXCHANGE: Jan 2021, Issue #01
    Download the Inaugural Issue #1 of The Exchange's Monthly Report (Attached) https://vimeo.com/498389590TABLE OF CONTENTS * THE EXCHANGE PORTFOLIO * THE EXCHANGE WINNERS OF THE YEAR * FUN STATS * A LOOK BACK AT 2020: MY JOURNEY WITH THE EXCHANGE * THE EXCHANGE Q1 IS DONE: NOW WHAT?
    Weston Nakamura 1 view 44 comments Most recent by Weston Nakamura Real Vision
  • Martin Klevstul
    Ken Rogoff's Ideological Pretzel & The Question: Why are Interest Rates So Persistently Low?
    For anyone who hasn't yet viewed the Brookings Institution video from the 2nd of December, entitled "Fiscal Policy Advice for Joe Biden and Congress", I highly recommend doing so. Here's a link:  https://www.youtube.com/watch?v=8cVAW0PkAaQFrom around minute 49 of the video, you can delight in a display of extreme mental gymnastics from some of the most preeminent mainstream economists of our age. Most notable are those performed by Ken Rogoff, who now appears to have completely forgo…
    Martin Klevstul 1 view 0 comments Started by Martin Klevstul Real Vision
  • sam_c
    The Exchange Fantasy Trading Challange
    Let's have a little investing competition.  It's basic stuff, ETF's, stocks and crypto. (sadly only US listed) https://www.wealthbase.com/invites/f1f6eb9d-a9c1-4856-8ba2-cb95f0f9a255/join   If you have no ideas it's possible to replicate the RV bot allocation 😬 The winner gets 2 large Pizzas and a Six-Pack 🍕🍻  If you are first place and beat the NDX ill send you an extra price (probably a hat "Honk for Bitcoin"😂) In the odd event that I win, second place gets the price ✅ @Westo…
    sam_c 1 view 21 comments Most recent by Seth Dingle Real Vision
  • Daniel Bright
    What are good resources for Data and charts? Specifically for the United Kingdom.
    What are good resources for Data and charts? Specifically for the United Kingdom.
    Answered Daniel Bright 1 view 3 comments Most recent by stephen_h Real Vision
  • sam_c
    When your Brain going full apocalypse but the market isn't, write it down.
    Two Tweets related to what our little monkey brain thinks the market will do and what the market actually did.           
    sam_c 1 view 3 comments Most recent by ross_m Real Vision
  • Weston Nakamura
    Take < 30 seconds & do this week's RV Exchange Portfolio Survey
    link to survey here   and follow @Moritz Heiden directly for reminders/results and color on the results every week.  Watch in case you missed it: The Discourse 2020 Finale: Moritz Heiden, Two Quants
    Weston Nakamura 1 view 2 comments Most recent by Moritz Heiden Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey 02/2021
    This week's Real Vision Exchange survey is live! Make sure to participate and tell the Bot your market outlook and position CLICK HERE TO GO TO THE SURVEY If you haven't already checked out previous week's results, you can find these HERE.  Additional information: The survey will be open each week from Wednesday (around 9am EST) to Saturday (9am EST). Results will be made available on the weekend. I'll post results here as well as on Twitter. Once we have a decent history of sentiment, I…
    Moritz Heiden 1 view 1 comment Most recent by Moritz Heiden Real Vision
  • Real Vision
    RVDB SPECIAL EDITION: CHAOS RULES IN D.C. feat. Lyn Alden, Ash Bennington, Ed Harrison, Jack Farl...
    In this unique edition of the Real Vision Daily Briefing, managing editor Ed Harrison and senior editor Ash Bennington give a breaking news update on the unprecedented events unfolding in Washington, D.C., whether or not they will have impact on the markets having closed at record high, and if they are reflective of events on the ground or are divorced from political and social reality. Then, Real Vision’s Nick Correa discusses the ADP jobs report and the possibility of a jobless recovery for t…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • jelle_v
    Is it a coincidence that Monetary Supply and the S&P500 are both up exactly 65% since their March...
    Is it a coincidence that Monetary Supply and the S&P500 are both up exactly 65% since their March lows? And, does the increase in CPI, since abandoning the golden standard, showcases the effect of a weakening US economy?
    Answered jelle_v 1 view 2 comments Most recent by christopher_m Real Vision
  • jack_f
    What do you want to ask Lyn Alden?
    Hi all, today I'll be interviewing Lyn Alden on the Daily Briefing. What do you want to know? Please let me know your questions. This briefing will be more timely and news-focused than her Expert View which aired today.
    jack_f 1 view 6 comments Most recent by NATHAN CROW Real Vision
  • allen_a
    Need advice on wins.
    Dear Hive, So,  RV has completed changed the calculus of my financial life in ~60 days.  I'm 41, and my career in software has always made enough that by any measure I was doing just fine financially.  Worked, paid bills, travelled, ate well, some charity stuff, etc...  I was expecting that the RV process was gonna be more about slow/steady incremental asset growth.  By no means am I complaining, but can anyone offer up some advice on what I'm supposed to do with the excess money?   Is there …
    allen_a 1 view 16 comments Most recent by christopher_m Real Vision
  • Real Vision
    LYN ALDEN’S 2021 MACRO OUTLOOK
    Lyn Alden of Lyn Alden Investment Strategies shares her 2021 thesis for the U.S. dollar, interest rates, inflation, and growth, providing a strategic update of how her expectations for these key macro variables influence her outlook on assets such as commodities, EM equities, real estate, gold, and bitcoin. CLICK HERE TO WATCH
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Real Vision
    Daily Briefing · Featuring Haley Draznin, Ash Bennington, and Tony Greer
    TONY GREER ON OIL’S SURGE, LIQUIDITY BONANZAS, AND “INFLATION HEDGE PARADISE” CLICK HERE TO WATCH
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • sam_c
    Uranium Primer BofA
    For those like me that don't know the first thing about Uranium except maybe that ze Germans don't want it anymore, the French love it and the Iranians would be more than happy to use it and everyone hates them for it  Here is a usefull primer:  Kazakstan = the United states of Uranium.
    sam_c 8 views 13 comments Most recent by Jeremy Varughese Real Vision
  • Real Vision
    DARIUS DALE’S OUTLOOK FOR 2021
    Darius Dale, managing director of Hedgeye Risk Management For the near-term, bond yields will likely rise as the economy enters a "Quad 2" regime (where growth and inflation are accelerating at the same time), and as such, equities and credit will perform broadly while duration-sensitive equities could "get smoked." However, a slowdown in growth in the third quarter of 2020 could derail a market rally and separate stocks with true and lasting earning potential from those wh…
    Real Vision 2 views 0 comments Started by Real Vision Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 1/2021: Results
    Last week marked the start of our first survey for 2021 (at least part of the week). As each week, Real Visioin Bot asked survey participant about their market outlook for the first month and first quarter of 2021. Here are the results: Executive Summary * EM Equities are back in favor after only a brief loss in confidence the week before. The outlook for European equities is still bearish (however a bit less negative). US Equities are slightly bullish short term but near neutral for the firs…
    Moritz Heiden 1 view 2 comments Most recent by Moritz Heiden Real Vision
  • Real Vision
    MIKE GREEN’S 2021 BIG PICTURE OUTLOOK
    Mike Green of Logica Capital kicks off 2021 for Real Vision viewers with this big picture interview taking stock of an eventful 2020 and looking forward to 2021 Click here to watch 
    Real Vision 1 view 2 comments Most recent by Seth Dingle Real Vision
  • allen_a
    Books! So Many Books!
    So I'm using Raoul's booklist to supplement to my macro journey.  I've worked my way thru 4 so far and my New Years resolution is to get thru all of them by 2022.   With each book I really come away with this feeling that I've added new things to my macro utility belt that I'll eventually be using to start developing my own macro framework. Anyway, here's where I'm at (green checks are completed):  
    allen_a 12 views 0 comments Started by allen_a Real Vision
  • Thomas Dunn
    Can someone explain to me why bond yields and bond prices have an inverse relationship?
    Can someone explain to me why bond yields and bond prices have an inverse relationship?
    Answered Thomas Dunn 1 view 2 comments Most recent by gerald_o Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey (Week 13)
    The last survey for this year is live. Before you are getting ready to pop some Champagne and toast to the New Year, make sure to participate and tell the Real Vision Bot your market view for the first month and first quarter in 2021. Let's hope the only bubbles we are seeing in 2021 are the ones from the new roaring 20s' that Goldman Sachs predicted. Despite some optimism, @Moritz Seibert and I read up on the subject and discovered that the last roaring 20s' did not end that well.  By the way…
    Moritz Heiden 1 view 2 comments Most recent by Moritz Heiden Real Vision
  • Weston Nakamura
    The Discourse 2020 Finale: Moritz Heiden, Two Quants
    Results are in: +22.78%, we crushed it.  We, the Exchange, outperformed the Real Vision Bot Portfolio (RV interviewed guests- yes, the very people we are here to seek financial guidance from) by 2x the percentage points (RV Bot +11.30%). Oh, and we also destroyed SPX by +16%, and that’s with a healthy SPX +6% rally, as well as sidestepping the entire US election volatility. Find out how we did it in my discussion with @Moritz Heiden of Two Quants (the other quant being @Moritz Seibert), br…
    Weston Nakamura 2 views 16 comments Most recent by John G Real Vision
  • Farrell Murphy
    THIS WEEK ON THE EXCHANGE
    ★Tues 12/29 🎥 The Discourse: Real Vision Exchange Portfolio Year In Review with @Moritz Heiden    ★Coming New Year’s Weekend 🎞 The Hive Dive Issue #1: First Edition of the Exchange Newsletter from @Weston Nakamura    ☃️❄️HAPPY HOLIDAYS FROM THE EXCHANGE!🌲🌴
    Farrell Murphy 1 view 1 comment Most recent by matthew_l Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 12: Results
    Despite the holidays a lot of people took the time to answer the Exchange sentiment survey. Thanks for that! Some interesting developments have been going on last week: Executive Summary * EM Equities fell out of favor. Not surprising given the negative news around Alibaba, which dipped around 13% between last Wednesday and this Monday and highlights some risk factors in EM investing that might have been off the radar in the past months. * Equities outlook in general is quite bearish on the 3…
    Moritz Heiden 1 view 4 comments Most recent by Moritz Heiden Real Vision
  • Weston Nakamura
    Exchange Exclusive Live REPLAY: Nick Halaris, Metros Capital Update on Real Estate
    Replay of Metros Capital Founder & President @Nicholas Halaris LIVE on The Discourse Tues Dec 22.  A comprehensive discussion on the state of the US real estate sector, trends in the great housing migration (city → suburbs, millennials, the wealthy etc), sub sector views on multi, office, hotels, home builders, contrarian bets and more. https://vimeo.com/495178725Remember to ask @Nicholas Halaris any questions and leave your feedback!  See Nick’s Sept Real Vision appearance here Attache…
    Weston Nakamura 2 views 7 comments Most recent by sam_c Real Vision
  • pablo_m
    From RV Archives - Conversation with Anthony Deden
    A few months ago Anthony Pompliano posted a thread on Twitter talking about Anthony Deden: https://twitter.com/APompliano/status/1297666709944512514Anthony Deden does not usually give any interviews as he very much values his private life. But Real Vision has in its archives a two part series conversation between him and Grant Williams. This is an absolute gem that I'm sure many of you will enjoy. GRANT WILLIAMS IN CONVERSATION WITH ANTHONY DEDEN: PART I GRANT WILLIAMS IN CONVERSATION WITH A…
    pablo_m 3 views 1 comment Most recent by james_w Real Vision
  • sanjeev_c
    Add "Watch Later" links in Distillery email
    ...next to each summary. It'd be handy save stuff to watch with one click.
    sanjeev_c 1 view 0 comments Started by sanjeev_c Real Vision
  • eugene_m
  • Aaron Wise
    Happy Holidays, everyone!
    Congratulations to everyone on making it through this year. Let's have a great 2021!
    Aaron Wise 1 view 0 comments Started by Aaron Wise Real Vision
  • Vance Brantley
    More than Tesla
    Tesla has been a topic. However, there should be more on EVs, ESG, green tech, smart grid, lithium-ion batteries etc. These are hot topics that will expand over the next ten years and lead to investment opportunities. What is Real Vision planning?
    Vance Brantley 1 view 2 comments Most recent by Vance Brantley Real Vision
  • Real Vision
    Queen’s Speech: Raoul Reflects on RV in 2020
    RVDB, The Festivals (Crypto, Learning, Aftermath), the Search function, Real Vision Crypto, the membership tiers, the referrals. Oh, and The Exchange. 2020 has been a hell of a year. Watch how much Real Vision evolved in 2020, and what’s next. CLICK HERE TO WATCH RAOUL GIVE HIS ANNUAL “QUEEN’S SPEECH”
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey (Week 12)
    Joyous holidays and a happy New Year to all of you from Real Vision Bot and myself. The last survey for this year is already live, I forgot to post it here, but already saw that a lot of you participated anyway.  Thank you all for the great support in 2020, without you this survey would not work. It has been your sentiment that has driven the Exchange Hive mind portfolio to an amazing +22% ytd.  Yes, Bitcoin was an important part, but so were the other asset classes that led to the portfolio …
    Moritz Heiden 1 view 4 comments Most recent by Moritz Heiden Real Vision
  • Weston Nakamura
    awesome interview - Roy Niederhoffer: ONE MILLION TRADES, ZERO REGRETS
    This is really really good, one of the best interviews I've seen. Fascinating look into behavioral/psychological emotion based herd behavior mixed with systematic trading, which has inherent "human" elements in it. Neuroscientist turned behavioral psychology based systematic trader + talks about 9/11 and the culture of integrity (actual) within the futures trading community reminded me of @Seahyung Park & @Jaymes Rosenthal + a few more I can't remember offhand. Obviously @Moritz H…
    Weston Nakamura 2 views 5 comments Most recent by Weston Nakamura Real Vision
  • Farrell Murphy
    EXCHANGE UPDATE
    At the end of the day today we will be consolidating a few of our exchanges to make discussing, searching, and posting about your favorite topics more intuitive and improve your Exchange experience.  Bonds, Forex, Commodities, and Precious Metals will now all be under one exchange “Global Assets.”  But don’t worry all your posts from the old exchanges will be moved to the new exchange, so you won’t lose any of your old content!
    Farrell Murphy 1 view 0 comments Started by Farrell Murphy Real Vision
  • nivtej_d
    Best wishes and 2021 predictions!
    Hey RV Community, Just thought I would post my musings for the coming year. Please feel free to post your own. Maybe RV can give a prize to the winner next December for closest prediction lol QE in the US continues resulting in an extending cycle. More all-time highs. Lead by FAANG and Oil  Hard Brexit and European vol. leading to CBDC Life returns to semi normal. BTC falls in Jan and Feb. hits 35 to 40 k ESG will still not break out that will be 2022 lol ok thats all I got 😀🥃cheers!  
    nivtej_d 1 view 0 comments Started by nivtej_d Real Vision
  • phillip_l
    Asking a very beginner's question here, so apologies if this is self-evident, but I've been divin...
    Asking a very beginner's question here, so apologies if this is self-evident, but I've been diving into the world of bonds a bit more. The first chart shows the correlation between the 30-year and the price of gold. The second chart shows the rising wedge pattern emerging on the 30-year while the RSI is declining pretty significantly over the same period of time. If I'm interpreting this correctly, is this indicating that the upward move in the 30 year is losing strength and could signal a brea…
    Answered phillip_l 1 view 5 comments Most recent by Weston Nakamura Real Vision
  • Real Vision
    LIVE at 1PM EST: Weston & Nick Halaris of Metros Capital
    "This psychological shift has the potential to impact not only the economy and the market but also our political landscape. It’s really important where and how far this new demand for housing goes. The potential is there for a dramatic reordering our society."   -Nick Halaris, Metros Capital Join us LIVE for an update on the state of the Real Estate sector, and submit your questions below! (Slide deck attached)
    Real Vision 1 view 11 comments Most recent by christopher_m Real Vision
  • Deepak Kumar
  • haley_d
    Heading into 2021, what guests would you like to see on Real Vision?
    Heading into 2021, what guests would you like to see on Real Vision? 
    haley_d 1 view 14 comments Most recent by phillip_l Real Vision
  • nikita_g
    Goodreads on RV: Session 3 - Brent Johnson
    Hi everyone, With year end holidays coming for many of us, this could be a great opportunity to let go of the daily price movements and pick up a great book. Continuing with the book recommendations from some of the best contributors on Real Vision, today our guest is Mr. Brent Johnson aka Santiago Capital on Twitter. As always, this is by no means an exhaustive list. It has been compiled based on direct input from Brent and some of his public appearances. Without further ado and in no particu…
    nikita_g 15 views 3 comments Most recent by sergi_n Real Vision
  • nikita_g
    Goodreads on RV: Session 1 - Raoul Pal (Updated)
    Hi there everyone, Since my first post back when the Exchange was just released, it has greatly evolved, getting more users and allowing much better post editing tools (kudos to the team!). With the year end holidays coming up for many of us it is a great time to pick up a new book, so I just wanted to resurface this post and clean it up visually. As a reminder this list is based on Mr @Raoul Pal public appearances and by no means exhaustive: * Lords of Finance: The Bankers Who Broke the Wor…
    nikita_g 2 views 0 comments Started by nikita_g Real Vision
  • Seth Dingle
    The Fourth Turning
    I've been trying to read THE FOURTH TURNING because so many people, @Raoul Pal included, bring it up because of it's relevancy in the current world. Honestly, I've had a tough time reading it, it gets really slow and dense to me at times. I even downloaded the audio book hoping I could power thru it while driving/excercising but I keep zoning out. Anyway, I found today that Grant Williams did a three-part series last year with Neil Howe (one of the authors) and it is wonderful as is most of Gra…
    Seth Dingle 1 view 3 comments Most recent by Matt Jacobs Real Vision
  • renzo_c
    OPED A different look at the situation Xmas 2020
    I know quite a few micro, small & medium size business owners. 2020 has definitively been hard to many of the smaller guys. However, they all have a common denominator; they look at the real cash in their hands at the end of the day because that's what pay the bills,their employees and suppliers. Basically, their survival has beem based on sound and, many times, common sense business practices.  On the other side, capital superabundance (see post here below) is somehow trapped in a world o…
    renzo_c 1 view 0 comments Started by renzo_c Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 11: Results
    Last week, nothing could go wrong in the @Real Vision Exchange portfolio. Bitcoin rallied, Gold recovered and even the S&P kept climbing despite some setbacks most likely related to the inclusion of Tesla in the Index (people bought Tesla while shorting parts of the S&P in anticipation of forced buying/selling). The Exchange portfolio was well positioned for these events. A large allocation to Bitcoin, EM Equities, Gold and some S&P Equities. Also direct Dollar exposure has been red…
    Moritz Heiden 1 view 0 comments Started by Moritz Heiden Real Vision
  • renzo_c
    https://www.largoresources.com/home/default.aspx
    long term: .  Possibly one of the best mining asset (Vanadium) with a vertical ESG flavor due to the "clean energy " https://www.largocleanenergy.com/    long-duration grid-scale vanadium redox flow batteries (VRFB)  low cost producer. strong balancesheet but...a bit pricey   The mine is in Brazil, Bahia State.   
    renzo_c 1 view 6 comments Most recent by allen_a Real Vision
  • Real Vision
    REAL VISION VIDEOS OF THE WEEK
    You made it through the LAST FULL WEEK of 2020! Now catch up on videos you may have missed this week, picked by the RV Team (click below) THE DISCOURSE ON THE EXCHANGE EQUITIES BONDS FOREX COMMODITIES PRECIOUS METALS REAL ESTATE CRYPTO MACRO CHAT  
    Real Vision 2 views 1 comment Most recent by krishna_p Real Vision
  • nivtej_d
  • Weston Nakamura
    NEW FEATURE: Trade Idea
    Post your trade ideas! These are trade IDEAS. Not Trades. Not Trade recommendations. DO NOT focus on the performance of the trade - that’s NOT what this is. There is no input for price, nor live market tracking, for this very purpose. The point of trade ideas is to transform conversation into action (theoretical), theory into markets. Inflation vs deflation vs disinflation vs reflation ← enough. WHAT IS THE TRADE? Trade ideas serve as a starting point of discussion. Again, your PnL / Performa…
    Weston Nakamura 3 views 8 comments Most recent by matt_d Real Vision
  • Weston Nakamura
    The Discourse: Seahyung Park
    “When Genius Fails Trades” Episode 3: ★ Special Episode ★  @Seahyung Park and Weston unveil the Exchange‘s new TRADE IDEA FEATURE (live now), as they discuss how to trade the BOJ debt monetization. Enough with theories - WHAT’S the trade?? •A look into Seahyung’s brilliant mind and framework, and horrible trading record •Constructing a trade from theory: BOJ Debt Monetization → USDJPY strangle (options strategy breakdown) •Healthy Disagreements •Tips for Trade Ideas https://vimeo.com/4920…
    Weston Nakamura 5 views 9 comments Most recent by carlos_l Real Vision
  • nivtej_d
  • Moritz Heiden
    Real Vision Exchange Survey (Week 11)
    This week's Real Vision Exchange survey is live and the Bot is in festive mode to forget about his portfolio's performance. The Exchange portfolio is still ahead with a 6% lead. With only a few weeks to go until the end of the year, every decision counts and could decide upon glory or defeat.  Take your chances at beating the Bot and his portfolio allocation. Learn from the Hive mind allocation and bring this victory home!   CLICK HERE TO GO TO THE SURVEY If you haven't already checked o…
    Moritz Heiden 1 view 3 comments Most recent by christopher_m Real Vision
  • Cristofer
    You can find stuff!
    Hi everyone, I'm delighted to announce that the Search functionality on the Real Vision website has had a complete overhaul. Check it out!
    Cristofer 1 view 22 comments Most recent by Gary Boyle Real Vision
  • Real Vision
    🎞 The Real Mechanics of Monetary Policy and The Plumbing of the Financial System
    Dr. Manmohan Singh IMF  Caitlin Long CEO and founder of Avanti Financial Group The plumbing of the financial system continuously evolves as institutions, regulations, and technology change. Coming from entirely different perspectives, Long and Singh both stress the level of attention digital assets are receiving from the highest levels of global finance and how important they will be to the future development of the financial system. →  CLICK HERE TO WATCH ← 
    Real Vision 2 views 0 comments Started by Real Vision Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 10: Results
      Already the tenth survey and only 3 more to go until the end of the year. Time really flies by on the Exchange. Real Vision Bot evaluated the results of last week's survey and added some new charts: Overview of the changes * Sentiment bar charts are now stacked for better visibility * The Bot improved his emotional capabilities. I already have the FEAR index that counts the number of words associated with economic distress. However, that one was always a little bit rough, since it did not …
    Moritz Heiden 1 view 4 comments Most recent by Moritz Heiden Real Vision